Global Equity Briefing

Global Equity Briefing

I Just Bought 2 New Stocks!

Portfolio Update!

Ray Myers's avatar
Ray Myers
Jun 24, 2026
∙ Paid

I firmly believe that this is an excellent time to invest in great businesses, as the AI revolution is in full swing.

The AI is likely the most transformational technology in human history. Those who miss this technology revolution will regret it.

So today, I am buying 2 extremely important businesses that will benefit from the AI revolution.

One of these AI stocks I bought today is an AI infrastructure stock, seeing huge demand that I believe has 228-360% upside in the next 3 years.

I am also buying a little bit of a small-cap.

This is a turnaround play on a company that’s going through a painful transition. If my thesis is correct, this transition will end this year, enabling the company’s stock to rise rapidly. In such a case, the stock could be 2-3x just this year.

If my thesis is correct, and this company successfully turns around its business, this is a 5-10x stock in the next 5 years.

To fund these purchases, I have decided to sell 15% of my portfolio.

Normally, I prefer to hold stocks for longer, but I believe these 3 other stocks have more upside in the next 1-2 years.

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